Curi Wealth Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$138K | – | 46 |
|
|
2023
Q4 | $138K | Hold |
10,000
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $140K | Buy |
+10,000
| New | +$140K | 0.02% | 148 |
|
|
2023
Q1 | – | Sell |
-20,553
| Closed | -$244K | – | 171 |
|
|
2022
Q4 | $244K | Buy |
20,553
+1,040
| +5% | +$12.3K | 0.03% | 163 |
|
|
2022
Q3 | $215K | Buy |
19,513
+10,013
| +105% | +$110K | 0.04% | 163 |
|
|
2022
Q2 | $95K | Hold |
9,500
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $106K | Buy |
+9,500
| New | +$106K | 0.02% | 156 |
|